Intuit shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Intuit by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.0k | 682.94 |
| 2025-06-30 | $4.9M | 6.2k | 787.69 |
| 2025-03-31 | $3.7M | 6.1k | 614.03 |
| 2024-12-31 | $4.3M | 6.9k | 628.54 |
| 2024-09-30 | $4.1M | 6.6k | 621.04 |
| 2024-06-30 | $3.6M | 5.4k | 657.17 |
| 2024-03-31 | $3.5M | 5.4k | 649.98 |
| 2023-12-31 | $3.1M | 5.0k | 625.05 |
| 2023-09-30 | $1.4M | 2.7k | 510.86 |
| 2023-06-30 | $1.4M | 3.0k | 458.19 |
| 2023-03-31 | $218k | 489 | 445.83 |